Cozad Asset Management Inc.

Cozad Asset Management Inc. (CRD# 104764) is a financial advisory firm headquartered in Champaign, IL. They manage $1,638,409,871 in 3,074 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,638
    MILLION
  • Total Number of Accounts
    3,074
    ACCOUNTS
  • Average Account Value
    $532,990
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, WA, WI

Financial Advisors at Cozad Asset Management Inc.
Showing 11 - 20 of 20 top financial advisors.
11
Stuart T. Meacham
CRD#: 1094785
2501 Galen Drive, Champaign, IL 61821

Stuart Meacham (CRD# 1094785) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 40 years of experience in the finance industry.

12
Donald D. Puyear
CRD#: 1094582
Hudson, IL

Donald Puyear (CRD# 1094582) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Hudson, IL and has over 25 years of experience in the finance industry.

13
Peggy J. Schluter
CRD#: 2180250
2501 Galen Drive, Champaign, IL 61821

Peggy Schluter (CRD# 2180250) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 32 years of experience in the finance industry.

14
Lee F. Smith
CRD#: 1281878
2501 Galen Drive, Champaign, IL 61821

Lee Smith (CRD# 1281878) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 39 years of experience in the finance industry.

15
Anne J. Storsved
CRD#: 4299254
2501 Galen Drive, Champaign, IL 61821

Anne Storsved (CRD# 4299254) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 23 years of experience in the finance industry.

16
Kaitlin A. Buerkett
CRD#: 7174041
2501 Galen Drive, Champaign, IL 61821

Kaitlin Buerkett (CRD# 7174041) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 4 years of experience in the finance industry.

17
Regan A. Frazier
CRD#: 7704077
2501 Galen Drive, Champaign, IL 61821

Regan Frazier (CRD# 7704077) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has 1 year of experience in the finance industry.

18
Dae-woung Kang
CRD#: 7464979
2501 Galen Drive, Champaign, IL 61821

Dae-woung Kang (CRD# 7464979) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 2 years of experience in the finance industry.

19
Adrienne L. Olson
CRD#: 4221357
2501 Galen Drive, Champaign, IL 61821

Adrienne Olson (CRD# 4221357) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 23 years of experience in the finance industry.

20
Brent W. Schluter
CRD#: 7171147
2501 Galen Drive, Champaign, IL 61821

Brent Schluter (CRD# 7171147) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has 1 year of experience in the finance industry.

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